kumar saurabh Profile picture
Aug 15, 2020 3 tweets 3 min read Read on X
An out of favour sector. The only debt free company which sometime back used to trade at a market cap less than 2x of cash on books #ARNotes #Sinclairs ImageImageImageImage

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More from @suru27

Jan 17
#HDFC A thread on history

Current price performance:
Last 5 year numbers say it all - a mere 5.5% annualized returns failing to beat FD.

Ask guys 5 years back, how was HDFC treated in market thenImage
Given stock has not given good returns, it is important to understand if stock performed badly earnings wise in last 5 years. Nothing changed in last 5, 3, 1 year. Image
Is the future going to be different and is stock going to underperform big time on growth?
HDFC Bank (keeping merger aside) has added employes and branches at 22-24% growth rate in FY23 vs FY22. Image
Read 14 tweets
Nov 13, 2023
Conference calls r best way to understand business. 💡10 Key #ConcallInsights #Intellectdesign #Q2FY24

💡What excites: A software business with high growth prospects of 15-20% topline growth and higher PAT growth Image
💡 Some unique aspects of software business. The development to sales cycle of software business explained (we discussed this at length during our IT supersession). Image
💡 8 out of 12 products are in the leadership quadrant of global technology analysts like Gartner, Celent etc. Says about the strength of software business (software is a differentiated business compared to services, discussed at length in our supersession) Image
Read 10 tweets
Jul 14, 2023
🔟 Key Insights from #AR2023 Annual Report #Menon Bearings

In case you never heard about this company, here is our Youtube video explaining the business
1⃣ FY23 sales and PAT grew at 10% and 30% respectively Image
2⃣ Company has entered into a new automotive products - Brakes Image
Read 13 tweets
Jul 11, 2023
🔟 Key Insights from #AR2023 Annual Report #EPL

1⃣ Every 3rd tube produced in the oral category globally is an EPL tube.
2⃣EPL Ltd is the world’s largest specialty packaging company manufacturing laminated tubes, s in Beauty & Cosmetics, Food, Oral Care, Pharma & Healthcare and Home Care with 8 billion tubes production capacity
3⃣EPL aspires to be one of most sustainable packaging companies in the world when it comes to use of green and recycling products with significant improvement and leadership in industry sustainability ranking.
Read 13 tweets
Jun 9, 2023
#IEX A chronological history of all tweets on IEX for learning purposes and current stand in the end
1st caution (it is always probabilistic, sometimes works, sometimes does not) Image
2nd caution Image
Some rant.. Image
Read 12 tweets
Jun 8, 2023
#NIIT All about NIIT Demerger. So, NIIT demerger happened and the B2C business now trades at Rs 98. The HIGHLY profitable B2B business is yet to be listed but here is brief analysis.
NIIT has 2 businesses:
B2C: NIIT Limited: Retail learning
B2B: Corporate Learning
The B2C business is more volatile and did just a breakeven this year where as the corporate learning business is high growth high margin business. Here is P&L for B2B business. So, in B2B, we are getting a 20% growth business at 23% EBITDA margin doing ~200 Cr of PAT Image
Also, post demerger, B2B business (NLSL) will have Rs 572 Cr of cash on books Image
Read 10 tweets

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